These three elements form your personal relationship system.
Notes
Use notes to record:
- Conversations
- Updates
- Meeting details
- Personal info you want to remember
Tags
Tags help you group contacts by:
- Project
- Category
- Relationship type
- Priority
History
History automatically logs:
- Notes
- Follow‑ups
- Updates
- Interactions
Why this matters
Together, these create a simple but powerful CRM workflow:
Tag → Note → Follow‑Up → History
This keeps your relationships active and organized without complexity.